Applies to: Exchange Server 2007 SP3, Exchange Server
2007 SP2, Exchange Server 2007 SP1, Exchange Server 2007
Topic Last Modified: 2007-08-31
You can perform Microsoft Exchange Server 2007 Setup or Exchange Server 2007 Service Pack 1 (SP1) Setup by using either a graphical user interface (GUI) (Setup.exe) or a command-line interface (Setup.com). Regardless of which interface you use, there are requirements that must be met before Exchange 2007 can be deployed. We recommend that you review the following topics to familiarize yourself with Exchange 2007:
We also recommend that you review the following topics to make sure that your environment and infrastructure meet the requirements for deploying Exchange 2007:
Planning a Deployment Path
Before deploying an Exchange 2007 organization, you must first identify the model that will be deployed. There are four supported Exchange organization models:
- Simple Exchange Organization The Simple
Exchange Organization contains either a single Exchange server that
provides all Exchange services and stores all Exchange data for the
entire organization, or multiple Exchange servers in a topology
that includes redundant directory servers and an Edge Transport
server in a perimeter network. For more information, see Planning for a Simple
Exchange Organization.
- Standard Exchange Organization The
Standard Exchange Organization builds upon the Simple Exchange
Organization by deploying multiple computers running Exchange. For
more information, see Planning for a Standard
Exchange Organization.
- Large Exchange Organization The Large
Exchange Organization is the largest organization model that can be
deployed in a single Active Directory directory service
forest. For more information, see Planning for a Large
Exchange Organization.
- Complex Exchange Organization The
Complex Exchange Organization is the only model that includes
multiple Active Directory forests or the use of
synchronization technology. For more information, see Planning for a Complex
Exchange Organization.
Recommended Deployment Process
We recommend that you deploy a new, single-server Simple Exchange Organization only when you are using Microsoft Windows Small Business Server 2003. We recommend that you deploy a new, multiple-server Simple Exchange Organization only when using Centro.
When deploying a new Standard, Large, or Complex Exchange Organization, we recommend that you use the following process:
- Verify that Active Directory is configured correctly for
an Exchange Organization. The requirements that must be met
are:
- The domain controller that is the schema master has
Windows Server 2003 Service Pack 2 (SP2),
Windows Server 2003 Service Pack 1 (SP1) or
Windows Server 2003 R2 installed. To determine which
domain controller is the current schema operations master, see
Identify the schema master.
- At least one domain controller in each Active Directory
site that will contain Exchange 2007 must be running
Windows Server 2003 SP2 or Windows Server 2003
SP1. For more information about SP1, including links for
downloading or ordering SP1, see Windows Server 2003 SP1 Roadmap. Note that
Windows Server 2003 SP2 is the recommended operating
system service pack for Windows Server 2003.
- The Active Directory domain functional level must be
Microsoft Windows 2000 Server-native or higher for all
domains in the Active Directory forest where you will install
Exchange 2007. For more information about raising the
Active Directory domain functional level, see Raise the domain functional level.
- The domain controller that is the schema master has
Windows Server 2003 Service Pack 2 (SP2),
Windows Server 2003 Service Pack 1 (SP1) or
Windows Server 2003 R2 installed. To determine which
domain controller is the current schema operations master, see
Identify the schema master.
- Verify that your network and its name resolution services are
configured correctly for an Exchange organization. The requirements
that must be met are:
- Domain Name System (DNS) is configured correctly in your
Active Directory forest, using a single, unified namespace.
For more information about configuring DNS for use with
Exchange 2007, see Configuring DNS Settings
for Exchange 2007 Servers.
- Connection points between distributed sites that will contain
Exchange 2007 have at least 64 kilobits per second (Kbps)
of bandwidth available.
- Verify that Active Directory sites are configured
correctly to accommodate message routing. For detailed steps about
planning for message routing using Active Directory sites, see
Planning to Use
Active Directory Sites for Routing Mail.
- Domain Name System (DNS) is configured correctly in your
Active Directory forest, using a single, unified namespace.
For more information about configuring DNS for use with
Exchange 2007, see Configuring DNS Settings
for Exchange 2007 Servers.
- Prepare the Active Directory forest and domains for
Exchange 2007. The Active Directory schema needs to be
extended to support Exchange 2007. For detailed steps about
how to prepare your Active Directory forest and domains for
Exchange 2007, see How to Prepare Active
Directory and Domains.
Note: If you are deploying a new Exchange organization based on Exchange 2007 SP1, and you are preparing your Active Directory schema and domains by using a computer running Windows Server 2008, you must first install the Active Directory management tools on Windows Server 2008 prior to preparing the schema or a domain by using the following command: ServerManagerCmd -i RSAT-ADDS
- Deploy and configure Client Access servers. The first
Exchange 2007 server role that should be introduced into the
organization is the Client Access server. The Client Access server
provides access to clients using Post Office Protocol
version 3 (POP3), Internet Message Access Protocol
version 4 (IMAP4), Microsoft Outlook Anywhere, and
ActiveSync. The Client Access server role also provides Web
services, including the Availability service and Autodiscover
service for clients such as
Microsoft Office Outlook 2007. You must deploy the
Client Access server role in each Active Directory site that
will contain a Mailbox server. For more information about deploying
the Client Access server role, see Deploying Server
Roles and Finalize Deployment
Tasks.
- Deploy and configure Edge Transport servers. The Edge Transport
server is deployed outside the Exchange organization in a perimeter
network. You can deploy this server role during any phase of the
upgrade process. The Edge Transport server does not depend on any
particular messaging or directory configuration. You can add an
Edge Transport server to an existing Exchange organization without
upgrading any Exchange servers. You do not have to make any
organizational changes to use an Edge Transport server. The Edge
Transport server uses Active Directory Application Mode (ADAM)
for storage of configuration and recipient information. The ADAM
schema contains all the object classes and attributes that are
required to perform configuration of the Edge Transport server. For
more information about deploying the Edge Transport server role and
synchronizing ADAM with Active Directory, see Deploying Server
Roles and Finalize Deployment
Tasks.
- Deploy and configure Hub Transport servers. The Mailbox server
and Unified Messaging server require a Hub Transport server. You
must install and configure a Hub Transport server before mail flow
can be established. For more information about deploying the Hub
Transport server role, see Deploying Server
Roles and Finalize Deployment
Tasks.
- Deploy and configure Mailbox servers. For more information
about deploying the Mailbox server role, see Deploying Server
Roles and Finalize Deployment
Tasks.
- Deploy and configure Unified Messaging servers. The Unified
Messaging server is new in Exchange 2007. The Unified
Messaging server does not interoperate with earlier versions of
Exchange Server. You cannot install and configure a Unified
Messaging server until after you have deployed and configured a Hub
Transport server and Mailbox server. This is required because
messages generated by a Unified Messaging server can only be
submitted to a Hub Transport server, and because only recipients
who have mailboxes on Exchange 2007 servers can use Unified
Messaging. After you install a Unified Messaging server, there are
other deployment tasks that you must complete to successfully
deploy Unified Messaging in your organization. For more information
about deploying the Unified Messaging server role, see Deploying Server
Roles and Finalize Deployment
Tasks.
- Perform post-installation tasks. After deployment of server
roles is complete, there are several post-installation tasks that
you should perform, including verifying that your installations
were successful, and finalizing your deployment. For detailed steps
about how to verify that Exchange 2007 was successfully
installed, see Verifying an Exchange
2007 Installation.